Affiance Financial’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,182
| Closed | -$169K | – | 374 |
|
|
2022
Q4 | $169K | Buy |
+2,182
| New | +$169K | 0.07% | 106 |
|
|
2022
Q2 | – | Sell |
-2,664
| Closed | -$224K | – | 133 |
|
|
2022
Q1 | $224K | Buy |
+2,664
| New | +$224K | 0.11% | 90 |
|
|
2020
Q1 | – | Sell |
-2,664
| Closed | -$202K | – | 149 |
|
|
2019
Q4 | $202K | Buy |
+2,664
| New | +$202K | 0.11% | 87 |
|